SemiAnalysis@SemiAnalysis_ · XAI 摘要
重要提示：需理解CoreWeave与微软的机架照片仍为工程/质量样品，距离软件栈启动完成并产出首批生产token尚需时日。VR200与MI455机架的关键指标是达到规模化生产token的时间，即TTF-(ASP)-T。从CW机架照片中可清晰看到，所有横向扩展的800G OSFP笼位均未安装模块。
IMPORTANT： it is important to understand that the CoreWeave & Microsoft photos are still Engineering/Quality Samples， and there is still some time before the software stack bring-up finishes & first production tokens are generated. The VR200 & MI455 rack metric to watch out for is time to first at-scale production token TTF-（ASP）-T. You can clearly see in the CW rack photos that none of the scale-out 800G OSFP cages are even populated.